Build Excecutive Summary - Finance Report

Mastering Power BI with Excutive Summary - Finance Report Use-case

Power BI
Report
Dashboard
Finance
Executive Summary
Author

Phuong Nguyen

Published

December 23, 2024

Welcome to Business Intelligence world with Power BI!

In this post I will walk you through how to build an executive summary - finance report with Power BI.

Use-case description

  • Our dataset is a sample Financical dataset of Power BI Desktop
  • Our objective is to build a Power BI report that help the executives to answer the three following questions:
    • Which month and year had the most profit?
    • Where is the company seeing the most success (by country/region)?
    • Which product and segment should the company continue to invest in?

How-to guide

Our development process involves the following steps:

  • Data preparation
    • Data loading
    • Data transformation
      • Convert data type of “Units Sold” to Whole Number
      • Change text format of “Segment” to UPPERCASE
      • Rename “Month Name” to “Month”
      • Drop “Montana” product from “Product” as we know that the Montana product was discontinued last month.
  • Data modeling
    • Write two DAX formulas for measures and tables
  • Build report
    • Visual #1: Add a title
    • Visual #2: Line graph for Profit by Date
    • Visual #3: Map graph for Profit by Country/Region
    • Visual #4: Bar graph for Sales by Product and Segment
    • Visual #5: Time slider for Year
  • Publish our report from Power BI Desktop to Power BI service to share

To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:

Our result

In summary, our final Executive Summary - Finance Report should be like this:

From this report, we can help executive manager to answer the concerned questions:

  • Which month and year had the most profit?
    • December 2014
  • Which country/region is the company seeing the most success in?
    • In Europe, specifically France and Germany.
  • Which product and segment should the company continue to invest in?
    • The company should continue to invest in the Paseo product and target the Small Business and Government segments.

Reference

  • [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report